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Bank Marketing Show

Bank Marketing Show

By: Bank Marketing Show
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Welcome to the Bank Marketing Show, the podcast that engages and informs you for success in today’s marketplace. It’s the show that will make you a better marketer with trends, tactics and inspirations from experts and industry leaders. If you’re wanting to impact your personal success and position your company as the best choice in your market, you’re in the right place!2023 Economics Marketing Marketing & Sales
Episodes
  • Ep 94 - Sharveen Kumar - How Banks Can Adopt AI While Adding To Their Personal Touch
    Sep 15 2025

    There’s lots of hype in the marketplace about how AI is taking over – and while the promise is that AI can help personalize customer experiences at scale, community banks are worried that it will actually make customer service feel more generic and less personal.

    This week, Chris and Dan talk with Sharveen Kumar, former NVIDIA-backed founder and ex-marketing leader at Amex, about the opportunity for banks to use AI to gain more personal touch with AI. By using AI in the right ways, it takes the mundane, repeatable tasks off your plate and actually creates more opportunities for you to do what you do best: build customer relationships.

    Main Topics Covered

    · Personalization is the differentiator: banks have rare, long-term 1:1 relationships—most banks focus on protecting and scaling that edge.

    · Start with data, not tools: CRM usage, clean legacy data, and connected sources are the foundation for any AI win.

    · Beware shiny objects: many enterprise AI POCs fail; map processes and decide where AI should (and shouldn’t) play.

    · Where AI actually helps: automate the 30–40% “one-liner” service requests so teams can focus on deeper conversations.

    · Practical workflow moves: capture conversation notes, let AI surface opportunities, and free humans for high-value outreach.

    · Tiered experiences without losing the human touch: segment service levels thoughtfully, then invest saved time into relationship banking.

    Books Mentioned

    · On the Road — Jack Kerouac

    · Breath: The New Science of a Lost Art — James Nestor

    Guest Bio

    Sharveen is a former NVIDIA-backed AI startup founder, now pioneering multi-agent solutions for finance and technology enterprises. He previously led marketing at global powerhouses including Singapore Airlines, American Express, LinkedIn, and The Trade Desk. Beyond building companies, Sharveen invests in emerging ventures and mentors the next generation of professionals.

    https://www.linkedin.com/in/sharveenkumarl/

    Links & Resources

    Website: bankmarketingshow.com

    Sign up for our newsletter: bankmarketingminute.com

    Contact Chris and Dan: contact@bankmarketingshow.com

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    47 mins
  • Ep 93 - Use AI to Build a 90-Day Content Calendar (in Real Time!)
    Sep 1 2025

    EP 93: Use AI to Build a 90-Day Content Calendar (in Real Time)

    In this second hands-on demo (see Ep 89: AI Starter Kit for the first one), Dan shares his screen to walk through a real example: how a custom GPT can take just three real customer questions and instantly generate 90 days of social posts, blog topics, and image suggestions—all formatted and ready to use.

    If you've been using ChatGPT or another LLM, but haven't started building repeatable processes yet, this episode will get you started. Here, we talk about content creation - but there's so much more you can do with custom GPTs.

    ***Haven’t subscribed to our YouTube channel yet? This is a great episode to watch there!***

    What We Cover:

    - Why good prompts still matter (even with automation)

    - How to build a reusable, branded custom GPT - Generating a full 90-day content calendar from 3 questions

    - Downloadable CSVs, stock images, and blog ideas—all prepped for execution

    - Tips for keeping your content local, human, and brand-consistent

    - Bonus: how to turn this into a repeatable quarterly process

    Want access to the exact GPT we used in this episode? Email us at contact@bankmarketingshow.com with subject line "Content Calendar GPT" and we’ll send you the link.

    Links & Resources:

    · Website: bankmarketingshow.com

    · Sign up for the companion newsletter: bankmarketingminute.com

    · Contact Chris and Dan: contact@bankmarketingshow.com

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    19 mins
  • Ep 92 - Justin Stayrook – The Opportunities of AI Beyond LLMs
    Aug 18 2025

    AI isn’t just for the big players—it might be your small bank’s biggest advantage.

    In this episode, Chris and Dan interview Justin Stayrook, Chief Growth Officer at EYEMAGINE, about how AI is transforming operations for lean marketing teams in community banks and credit unions. From cutting project timelines to boosting output without increasing staff, Justin shares why now is the time to act.

    What we cover:

    · Why AI adoption is moving faster than any technology shift before it

    · How small marketing teams can outperform larger competitors with AI tools

    · Quality vs. speed: why AI can actually improve both

    · The “AI as an operating system” approach to business processes

    · Why your agency partners should have a clear AI plan—and how to start that conversation

    · Real examples of community financial institutions using AI to lead innovation

    About Justin

    Justin Stayrook is a growth-focused executive and AI strategist who helps companies scale profitably in the age of GenAI. With a track record of driving transformation from early-stage ventures to large enterprises, Justin blends deep experience in private equity, customer experience, and digital commerce. As Chief Growth Officer at EYEMAGINE and founder of Joint Journeys, he advises firms on how to modernize their go-to-market strategy, optimize operations, and compete with intelligence. His leadership has shaped partnerships and earned him recognition for innovation and revenue growth.

    Links & Resources:

    Justin’s Email: justin@eyemaginetech.com

    Justin’s LinkedIn: https://www.linkedin.com/in/justinstayrook/

    Book: The Four Agreements by Don Miguel Ruiz

    Website: bankmarketingshow.com

    Sign up for our newsletter: bankmarketingminute.com

    Contact Chris and Dan: contact@bankmarketingshow.com

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    55 mins
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